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0338.HK vs. 0857.HK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between 0338.HK and 0857.HK is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

0338.HK vs. 0857.HK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sinopec Shanghai Petrochemical Co Ltd Class H (0338.HK) and PetroChina Co Ltd Class H (0857.HK). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

0338.HK:

0.16

0857.HK:

-0.31

Sortino Ratio

0338.HK:

0.66

0857.HK:

-0.19

Omega Ratio

0338.HK:

1.10

0857.HK:

0.97

Calmar Ratio

0338.HK:

0.15

0857.HK:

-0.25

Martin Ratio

0338.HK:

0.82

0857.HK:

-0.44

Ulcer Index

0338.HK:

13.57%

0857.HK:

23.62%

Daily Std Dev

0338.HK:

34.98%

0857.HK:

33.82%

Max Drawdown

0338.HK:

-87.53%

0857.HK:

-83.89%

Current Drawdown

0338.HK:

-70.04%

0857.HK:

-32.62%

Fundamentals

Market Cap

0338.HK:

HK$26.96B

0857.HK:

HK$1.51T

EPS

0338.HK:

-HK$0.02

0857.HK:

HK$0.86

PE Ratio

0338.HK:

120.00

0857.HK:

6.12

PEG Ratio

0338.HK:

0.00

0857.HK:

0.17

PS Ratio

0338.HK:

0.31

0857.HK:

0.52

PB Ratio

0338.HK:

0.47

0857.HK:

0.65

Total Revenue (TTM)

0338.HK:

HK$85.37B

0857.HK:

HK$2.88T

Gross Profit (TTM)

0338.HK:

HK$14.86B

0857.HK:

HK$656.09B

EBITDA (TTM)

0338.HK:

HK$209.30M

0857.HK:

HK$64.46B

Returns By Period

In the year-to-date period, 0338.HK achieves a -1.64% return, which is significantly lower than 0857.HK's -0.16% return. Over the past 10 years, 0338.HK has underperformed 0857.HK with an annualized return of -6.92%, while 0857.HK has yielded a comparatively higher 0.86% annualized return.


0338.HK

YTD

-1.64%

1M

2.56%

6M

-4.76%

1Y

5.26%

5Y*

-6.44%

10Y*

-6.92%

0857.HK

YTD

-0.16%

1M

17.50%

6M

6.82%

1Y

-10.21%

5Y*

28.97%

10Y*

0.86%

*Annualized

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Risk-Adjusted Performance

0338.HK vs. 0857.HK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

0338.HK
The Risk-Adjusted Performance Rank of 0338.HK is 5959
Overall Rank
The Sharpe Ratio Rank of 0338.HK is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of 0338.HK is 5656
Sortino Ratio Rank
The Omega Ratio Rank of 0338.HK is 5757
Omega Ratio Rank
The Calmar Ratio Rank of 0338.HK is 5959
Calmar Ratio Rank
The Martin Ratio Rank of 0338.HK is 6262
Martin Ratio Rank

0857.HK
The Risk-Adjusted Performance Rank of 0857.HK is 3535
Overall Rank
The Sharpe Ratio Rank of 0857.HK is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of 0857.HK is 3131
Sortino Ratio Rank
The Omega Ratio Rank of 0857.HK is 3131
Omega Ratio Rank
The Calmar Ratio Rank of 0857.HK is 3636
Calmar Ratio Rank
The Martin Ratio Rank of 0857.HK is 4343
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

0338.HK vs. 0857.HK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sinopec Shanghai Petrochemical Co Ltd Class H (0338.HK) and PetroChina Co Ltd Class H (0857.HK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current 0338.HK Sharpe Ratio is 0.16, which is higher than the 0857.HK Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of 0338.HK and 0857.HK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

0338.HK vs. 0857.HK - Dividend Comparison

0338.HK has not paid dividends to shareholders, while 0857.HK's dividend yield for the trailing twelve months is around 8.07%.


TTM20242023202220212020201920182017201620152014
0338.HK
Sinopec Shanghai Petrochemical Co Ltd Class H
0.00%0.00%0.00%8.84%6.76%7.94%12.09%10.70%6.45%2.81%0.00%2.78%
0857.HK
PetroChina Co Ltd Class H
8.07%8.06%9.14%9.71%7.57%9.66%2.78%2.19%1.05%0.94%3.89%4.75%

Drawdowns

0338.HK vs. 0857.HK - Drawdown Comparison

The maximum 0338.HK drawdown since its inception was -87.53%, roughly equal to the maximum 0857.HK drawdown of -83.89%. Use the drawdown chart below to compare losses from any high point for 0338.HK and 0857.HK. For additional features, visit the drawdowns tool.


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Volatility

0338.HK vs. 0857.HK - Volatility Comparison


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Financials

0338.HK vs. 0857.HK - Financials Comparison

This section allows you to compare key financial metrics between Sinopec Shanghai Petrochemical Co Ltd Class H and PetroChina Co Ltd Class H. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00B400.00B600.00B800.00B20212022202320242025
19.52B
753.11B
(0338.HK) Total Revenue
(0857.HK) Total Revenue
Values in HKD except per share items

0338.HK vs. 0857.HK - Profitability Comparison

The chart below illustrates the profitability comparison between Sinopec Shanghai Petrochemical Co Ltd Class H and PetroChina Co Ltd Class H over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-60.0%-40.0%-20.0%0.0%20.0%40.0%20212022202320242025
17.0%
21.1%
(0338.HK) Gross Margin
(0857.HK) Gross Margin
0338.HK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Sinopec Shanghai Petrochemical Co Ltd Class H reported a gross profit of 3.31B and revenue of 19.52B. Therefore, the gross margin over that period was 17.0%.

0857.HK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PetroChina Co Ltd Class H reported a gross profit of 158.84B and revenue of 753.11B. Therefore, the gross margin over that period was 21.1%.

0338.HK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Sinopec Shanghai Petrochemical Co Ltd Class H reported an operating income of -114.48M and revenue of 19.52B, resulting in an operating margin of -0.6%.

0857.HK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PetroChina Co Ltd Class H reported an operating income of 63.99B and revenue of 753.11B, resulting in an operating margin of 8.5%.

0338.HK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Sinopec Shanghai Petrochemical Co Ltd Class H reported a net income of -89.84M and revenue of 19.52B, resulting in a net margin of -0.5%.

0857.HK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PetroChina Co Ltd Class H reported a net income of 46.81B and revenue of 753.11B, resulting in a net margin of 6.2%.